Boeing’s Turkish Airlines Deal Fails to Lift Stock Amid Engine Supply Concerns
Boeing shares dipped slightly despite progress on a potential 225-jet deal with Turkish Airlines, underscoring investor concerns about global engine shortages. The tentative agreement includes 150 737 Max and 75 787 Dreamliner aircraft, but hangs on resolving engine supply chain issues.
Turkish Airlines Chairman Ahmet Bolat warned the order could shift to Airbus if maintenance infrastructure demands aren't met. The threat carries limited weight - Airbus faces identical supply constraints with its own order backlog. Aerospace manufacturers now grapple with engine shortages becoming a sector-wide crisis.
The development follows Boeing's recent sales successes facilitated by Trump-era trade diplomacy. Market reaction suggests investors now prioritize supply chain execution over order announcements, with Emirates-related tensions compounding concerns.
